Heidelberg Materials AG

HEI

Equity

ISIN DE0006047004 / Valor 335740

Xetra (2026-09-11)

EUR 154.95+0.23%

Heidelberg Materials AG
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About company

Heidelberg Materials AG is a prominent global supplier of construction materials, operating in approximately 50 countries worldwide. The company specializes in producing cement, aggregates, ready-mixed concrete, and asphalt, catering to a wide range of construction and infrastructure projects. Leveraging its extensive expertise, Heidelberg Materials integrates digital technologies into its operations to enhance efficiency and innovation within the building materials sector. By focusing on the digitalisation of its product offerings, the company aims to provide advanced solutions that meet the evolving needs of the construction industry.

Summarized from source with an LLMView SourceSector: Industrials

Top-line and operating profit

Group revenue: €21.5 billion (previous year €21.2 billion). RCO: €3.4 billion, up 6%; RCOBD margin: 21.8% (previous year 21.3%).

Earnings per share & returns

Adjusted earnings per share: €12.41 (+4%). Return on invested capital (ROIC): 10.4% (previous year 9.9%).

Cash generation & shareholder returns

Free cash flow: €2.1 billion. Second tranche of share buyback completed (≈2.1 million shares bought for ≈€400 million and cancelled); third tranche scheduled to start in Q2 2026.

Cost savings & Transformation Accelerator

Transformation Accelerator delivered €380 million of savings in 2025, with a target of at least €500 million by end-2026 through production-network optimisation, cross-functional efficiency and technical initiatives.

Portfolio moves

Strategic acquisitions to expand low‑carbon and circular offerings: BURNCO (Canada), Walan (USA), Midway Concrete (Australia) and signed Feb 2026 agreement to buy Maas Group’s construction materials business (~€1 billion transaction: quarries, ready‑mix plants, asphalt and recycling assets).

Sustainability progress

Specific net CO₂ emissions fell 3% to 512 kg/t cementitious material. Share of revenue from sustainable products rose to 37.2% (previous year 35.3%). Opened Brevik CCS and delivered evoZero® carbon-captured near‑zero cement to customers; Padeswood CCS project entered implementation.

Outlook for 2026

Guidance: RCO expected €3.40–€3.75 billion and ROIC above 10% for the 2026 financial year; management expects continued focus on active price and strict cost management and a further slight reduction in specific net CO₂ emissions.

Summarized from source with an LLMView Source

Key figures

-25.5%1Y

114%3Y

126%5Y

Performance

37.0%1Y

32.7%3Y

31.3%5Y

Volatility